Avantax Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
17,592
+309
| +2% | +$73.8K | 0.02% | 511 |
|
|
2025
Q1 | $3.25M | Buy |
17,283
+151
| +0.9% | +$28.4K | 0.02% | 556 |
|
|
2024
Q4 | $3.69M | Buy |
17,132
+347
| +2% | +$74.8K | 0.02% | 490 |
|
|
2024
Q3 | $3.87M | Sell |
16,785
-11,953
| -42% | -$2.76M | 0.03% | 468 |
|
|
2024
Q2 | $7.09M | Buy |
28,738
+2,159
| +8% | +$532K | 0.05% | 283 |
|
|
2024
Q1 | $6M | Buy |
26,579
+4,772
| +22% | +$1.08M | 0.05% | 266 |
|
|
2023
Q4 | $4.19M | Buy |
21,807
+1,578
| +8% | +$303K | 0.04% | 312 |
|
|
2023
Q3 | $3.19M | Sell |
20,229
-2,181
| -10% | -$344K | 0.04% | 345 |
|
|
2023
Q2 | $3.79M | Buy |
22,410
+4,338
| +24% | +$733K | 0.04% | 307 |
|
|
2023
Q1 | $2.68M | Buy |
18,072
+2,136
| +13% | +$317K | 0.03% | 362 |
|
|
2022
Q4 | $1.85M | Buy |
15,936
+2,430
| +18% | +$282K | 0.02% | 447 |
|
|
2022
Q3 | $1.44M | Buy |
13,506
+1,497
| +12% | +$159K | 0.02% | 455 |
|
|
2022
Q2 | $1.4M | Sell |
12,009
-3,087
| -20% | -$360K | 0.02% | 462 |
|
|
2022
Q1 | $2.37M | Buy |
15,096
+774
| +5% | +$121K | 0.03% | 342 |
|
|
2021
Q4 | $2.59M | Buy |
14,322
+7,425
| +108% | +$1.34M | 0.04% | 311 |
|
|
2021
Q3 | $1.03M | Buy |
6,897
+2,547
| +59% | +$379K | 0.02% | 480 |
|
|
2021
Q2 | $658K | Buy |
4,350
+1,341
| +45% | +$203K | 0.01% | 599 |
|
|
2021
Q1 | $424K | Buy |
+3,009
| New | +$424K | 0.01% | 675 |
|
|
2020
Q4 | – | Sell |
-7,047
| Closed | -$717K | – | 1304 |
|
|
2020
Q3 | $717K | Buy |
+7,047
| New | +$717K | 0.01% | 660 |
|